Ara Kharazian

I don't know if AI is actually going to be interesting to see if AI has actually lowered the sort of the viewership on like a New York Times typical article, for example, right?

Like, I think that people who subscribe to newspapers are probably going to keep reading newspapers as they do.

Maybe on the margin, there will be some reduction, but I don't know.

I'm talking about the everyone else.

XI has not seen the rise in business.

I mean, first of all, XI was a relatively late entrant into this market.

I mean, the fact that it even grew to, I think, 3% adoption within a couple months of launch is a pretty significant feat.

However, it has not been able to translate that into the sort of vertical growth that Anthropic saw over the last 6, 12 months.

But I don't think that these are unreported or underreported, certainly.

I think...

If their acquisition of Cursor goes through, well, actually, then we're going to have to start integrating Cursor into XAI's market share.

But I think there was a good reason for that acquisition as well.

I mean, when you look at what XAI really had available to it, which is this incredible CompuPower, also informed their sort of new agreement with Anthropic.

Acquiring something like Cursor to actually drive some kind of model adoption, I think will be a really good move for XAI.

I'm on Substack.

It's my name on Twitter, Ara Karazin.

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So find me on all platforms.